Вакансия из Hirify Global, списка международных tech-компаний Для мэтча и отклика нужен Plus
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Роль помощникаЧастный банкингРабота в офисе
Оценка от Hirify AI
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
Private Bank Analyst-Portfolio Manager-2 (Investment Portfolio Management): Supporting the management of high-net-worth client portfolios and associated service needs with an accent on portfolio risk monitoring, investment products, and client communications. Focus on coordinating client materials, analyzing diversified portfolios, partnering with equity and fixed income trading desks, and maintaining accurate service across investment and compliance teams.
Location: Pittsburgh, PA, United States; office workplace type. Applicants must be currently authorized to work in the United States on a full-time basis.
Company
hirify.global provides private banking and investment management services.
What you will do
Support Portfolio Managers in managing high-net-worth client portfolio relationships and related service needs.
Prepare materials for client and prospect meetings and attend meetings to understand investment objectives, risk tolerance, and financial capacity.
Monitor portfolio risk measures and assist with portfolio management activities.
Communicate with clients to provide responsive service and coordinate with equity and fixed income trading desks.
Act as a liaison among Portfolio Managers, business partners, compliance partners, and the Chief Investment Office.
Develop knowledge of investment products, financial markets, and current market conditions while supporting the Private Bank investment team.
Requirements
Strong analytical, computer, organizational, and communication skills.
High accuracy and attention to detail.
Ability to support client service and portfolio management activities in a private banking investment environment.
Current authorization to work full-time in the United States.
Culture & Benefits
Full-time office position in Pittsburgh, PA.
The company combines in-office and work-from-home practices for eligible positions outside its branch network; specific arrangements are provided by the hiring team.
Exempt position and therefore not eligible for overtime pay.
Huntington does not sponsor immigration benefits or work permission for this position.
Equal Opportunity Employer and tobacco-free hiring practice.
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